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Evergreen Capital Management’s Celsius Holdings CELH Stock Holding History

Evergreen Capital Management’s Portfolio CELH Stock Details CELH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$320K Buy
9,021
+2,865
+47% +$136K 0.01% 1078
2025
Q4 		$282K Sell
6,156
-1,268
-17% -$63.9K 0.01% 1082
2025
Q3 		$427K Buy
7,424
+894
+14% +$46.7K 0.01% 733
2025
Q2 		$303K Buy
6,530
+551
+9% +$21.2K 0.01% 798
2025
Q1 		$213K Buy
+5,979
New +$163K 0.01% 962
2024
Q3 		– Sell
-5,117
Closed -$292K – 1012
2024
Q2 		$292K Buy
5,117
+147
+3% +$11.1K 0.01% 672
2024
Q1 		$412K Sell
4,970
-34
-0.7% -$2.33K 0.02% 502
2023
Q4 		$273K Sell
5,004
-63
-1% -$3.36K 0.01% 633
2023
Q3 		$290K Buy
5,067
+201
+4% +$11.3K 0.01% 567
2023
Q2 		$242K Buy
+4,866
New +$194K 0.01% 645

Other funds holding CELH

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return